- 4. Customers
4.1. Customer List - 4. Customers
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4.1. Customer List
Table of Contents
The Customer List displays the customers saved in your customer database. To access the Customer List, click on Customers, Customer List.
CustomerList_1.JPG
There are several icons available in the Customer List window.
CustomerList_Icons.JPG
| Customer List Icons | Description |
|---|---|
| Create a new customer | Click on this to create a new customer entry |
| Search for a customer | Click on this to search your customer database |
| Receive a customer payments | Click on this to receive a customer payment |
| Export customer list to a spreadsheet | Click on this to export your customer database to a spreadsheet |
Each Column title in the customer list is underlined. Any column title in any DealerChoice list that is underlined may be clicked on to sort the list by that column.
You do not have to run additional sort options to change the way your list is displayed. If you click on the Customer Name column title,
your list will automatically be displayed in ascending order. Click the Customer Name column title again and your list will be displayed
in descending order.
Below is an example of the customer list displayed in Customer Name descending order.
CustomerList_Descending.JPG
- 4.1. Customer List
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4.1.1. Create New Customer